Guardian Wealth Advisors, LLC, headquartered in Raleigh, NC, is a prominent regional investment advisory firm. With a vast client base of over 2,760 individuals, they oversee an impressive $1,350,675,000 in assets under management. Their extensive reach is supported by a network of 12 offices strategically located throughout the region.
While Guardian Wealth Advisors excels in managing discretionary assets, accounting for 86% of their total, they also possess the expertise to handle employer funds, albeit representing a smaller portion of their portfolio. Their comprehensive compensation structure encompasses various methods, inc...
See more
Loading...
Assets Under Mgmt
$1.35B
Investment Professionals
25
Locations
11
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Other: CONSULTING
Disclosures
Found to have made false statement, ommision, unfair or Unethical by federal regulatory agency
Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.